+443.6%
TEAM vs MUB
+21.8%
+421.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.0% |
| 7D | -2.4% | -1.3% | -1.1% | -0.7% |
| 30D | -26.7% | +2.2% | -28.9% | -28.8% |
| 3M | -9.6% | -1.6% | -8.0% | -7.7% |
| 6M | +86.0% | -1.3% | +87.3% | +89.4% |
| YTD | -7.5% | -0.7% | -6.8% | -6.5% |
| 1Y | -1.4% | -0.2% | -1.2% | -0.9% |
| 3Y | -14.3% | +9.6% | -23.9% | -23.5% |
| 5Y | -66.3% | +2.6% | -68.9% | -68.1% |
| All | +443.6% | +21.8% | +421.8% | +390.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling